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Building 2CFS INVESTMENT ADVISORY SERVICES LLC

Map pinTOTOWA, NJ
Phone973-826-8800
NotebookSEC #801-45064
Total AUM
$2.7B
Employees
13
Clients
1,238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
97 LACKAWANNA AVENUE
SUITE 101
TOTOWA
NJ 07512
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
973-826-8800
Other Offices
2

ReceiptFinancials

Total AUM
$2.7B
Accounts
3,437
Discretionary
$1.9B
Accounts
3,374
Non-Discretionary
$875.4M
Accounts
63

ContactClients

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Individual Clients
607
AUM
$144.6M
HNW Individual Clients
532
AUM
$1.6B
Pension/Profit Sharing Plan Clients
87
AUM
$942.5M
Charitable Organization Clients
5
AUM
$21.1M
Corporation or Business Clients
7
AUM
$7.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLLAMAMDNCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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